Elm Partners Management’s Vanguard Information Technology ETF VGT Stock Holding History

Elm Partners Management’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$532K	Buy	50,888 +9,528	+23%	+$877K	0.02%	92
2025 Q4	$3.9M	Buy	41,360 +3,600	+10%	+$342K	0.18%	40
2025 Q3	$3.52M	Buy	37,760 +2,280	+6%	+$199K	0.18%	38
2025 Q2	$2.94M	Buy	35,480 +16,728	+89%	+$1.22M	0.17%	33
2025 Q1	$1.27M	Buy	18,752 +2,824	+18%	+$213K	0.08%	36
2024 Q4	$1.24M	Sell	15,928 -16	-0.1%	-$1.23K	0.08%	37
2024 Q3	$1.17M	Buy	15,944 +2,960	+23%	+$210K	0.08%	34
2024 Q2	$936K	Buy	12,984 +8,080	+165%	+$537K	0.07%	42
2024 Q1	$321K	Hold	4,904	–	–	0.03%	53
2023 Q4	$297K	Buy	+4,904	New	+$273K	0.03%	48
2022 Q2	–	Sell	-1,896	Closed	-$99K	–	45
2022 Q1	$99K	Buy	+1,896	New	+$97.3K	0.01%	36

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elm Partners Management's VGT Position: Q1 2026 in Review

Elm Partners Management increased its Vanguard Information Technology ETF (VGT) stake by 23% in Q1 2026, buying an estimated $877K and bringing the position to 50,888 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #92.

Elm Partners Management first reported a position in VGT in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.9M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Elm Partners Management held 50,888 shares of Vanguard Information Technology ETF worth $532K as of Q1 2026.
Elm Partners Management bought 9,528 Vanguard Information Technology ETF shares in Q1 2026, an estimated $877K.
Vanguard Information Technology ETF made up 0.02% of Elm Partners Management's portfolio in Q1 2026, its #92 holding.
Elm Partners Management first reported a position in Vanguard Information Technology ETF in Q1 2022 and has held it in 11 quarters since.
Elm Partners Management's Vanguard Information Technology ETF position peaked at $3.9M in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.